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Financial planning
Just 11 per cent of financial advice firms have trialled the use of artificial intelligence in their businesses, but half say they are ‘AI interested’, according to Netwe...
Funds management
Five major platforms have reported significant growth in funds under administration in the last financial year and have carved out ambitious new targets moving forward....
People & Products
Announcing record profits of $67.2 million and an increased market share of 6.7 per cent, the firm intends to relaunch an upgraded Core product in September targeting cos...
People & Products
There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....
Financial planning
Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...
Funds management
New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance....
Funds management
The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly un...
Financial planning
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship...
Editorial
As women’s investment behaviour continues to evolve, industry professionals argue that financial advisers are missing out on a promising group of clients....
Policy & Regulation
Financial services firms were among seven entities reviewed by the regulator as part of its work to develop corporate guidance for whistleblower protection....
People & Products
The annual platform report from Investment Trends has shared which platform has taken the top spot for overall functionality this year. ...
Financial planning
Wealth managers and advisers are racing to manage the next generation of investors and additional high net worth individuals among several trends facing the industry....
Financial planning
The super and investment services platform has reported underlying profit growth, despite a spike in outflows across both its FUA and FUM portfolios. ...
Financial planning
A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....
Funds management
Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...